Press Release

National Institute of Pension Administrators Announces 2023-2024 Officers

Issued by NIPA [National Institute of Pension Administrators]

July 31, 2023

Chicago — The National Institute of Pension Administrators (NIPA) is pleased to announce the 2023-2024 officers for their 2023-2024 Board of Directors.

Shayna Osborne, APA, APR, ERPA, will serve as the President of NIPA’s Board of Directors for the 2023-2024 term. Shayna is the President at Osborne Associates in Modesto, Cali. and has more than 35 years of experience, specializing in profit sharing, pension, 401(k), cash balance, and defined benefit/defined contribution combo plans. Her ERPA accreditation, which is approved by the Internal Revenue Service, allows her to practice before the IRS regarding retirement plan issues.

Ilene Ferenczy, APA, CPC, Esq., will serve as the President-elect for the NIPA Board of Directors for the 2023-2024 term. A nationally known thought leader in the qualified retirement plan arena, Ferenczy is the managing partner of Ferenczy Benefits Law Center. She is well versed in the practical challenges faced by employers and fiduciaries, third-party administrators, and investment advisors and managers in the retirement plan realm. As an attorney, Ferenczy also advocates to the DOL and IRS on behalf of plans and their sponsors.

Emily Burr, APA, AIF, will serve as the Immediate Past President for the NIPA Board of Directors for the 2023-2024 term. Since 1989, Burr has worked in the retirement field handling all aspects of plan conversions, investment line-ups, plan design, and client consulting. On a day-to-day basis, she conducts regular meetings with plan sponsors to consult on regulatory changes and to provide investment reviews and employee education. Burr is also a licensed Life and Health Insurance Agent and holds FINRA Series 6 and 66 investment licenses.

Karyn Dzurisin, QKA, QPA, will serve as the Chief Financial Officer for the NIPA Board of Directors for the 2023-2024 term. She is a TPA retirement plan counselor lead at Capital Group, home of American Funds. She has 32 years of investment industry experience and has been with Capital Group for 11 years. Prior to joining Capital, Dzurisin was a sales manager at Baden Retirement Plan Services. Before that, she worked in administration and consulting. She holds a bachelor’s degree in finance from Illinois State University. Dzurisin is based in Indianapolis, Ind.

Heather Windjue will serve as the Executive Member at Large for the NIPA Board of Directors for the 2023-2024 term. She is the Head of TPA Services at John Hancock.  Heather’s career in the retirement plan industry spans over two decades, during which she has demonstrated exemplary leadership and understanding of the industry.  She, and her analytical skills, found a perfect fit in this business.  She promotes teamwork and has spent her career overseeing and managing service and operations team for several large recordkeepers as well as at a large TPA firm empowering team members to excel is her passion.   Beyond her professional endeavors, Heather is known for her commitment to foster community through Habitat for Humanity and volunteerism, and commitment to family spending time with them boating, golfing, skiing and traveling. She holds a bachelor’s degree from the College of Saint Benedict and is based in St. Cloud, Minn.

“The NIPA Board of Directors remains committed to impacting the TPA and the retirement plan industry for the better,” said Laura J. Rudzinski, Executive Director of NIPA. “They’ll continue to look for ways to move TPA businesses forward by helping valued members grow their businesses through increased revenue, more efficiencies, world-class education to their employees, best-practice exchanges, and deep peer-to-peer relationships.”

NIPA's Board of Directors also consists of Mike Bourne, Atessa Benefits, Inc., San Diego, Calif.; Joseph Burt, APA, APR, ERPA, QKA, QPA, Pension Plan Specialists, Vancouver, Wash.; Lara Hise, Transamerica, Denver, Colo.; Darren Holsey, APA, APR, ERPA, QKA, QPA, Premier Retirement Plan Services, Wilsonville, Oreg..; Andy Lovell*, MBA, ERPA, QKA, QPA, APR, APA, TGPC, FuturePlan, West Jordan, Utah; Stacey Scott, CUNA Mutual, Leesburg, Virg.; Matthew Slyter*, TSC 401K, Maple Grove, MN; Stephanie Terry, CPA, QPA, QKA, Pinnacle Plan Design, Phoenix, Ariz.; Arasely Valdez*, APA, QPA, QKA, ERPA, Nova 401(k) Associates, Houston, Tex.

* Denotes a new board member for the 2023-2024 term.

About NIPA

The National Institute of Pension Administrators (NIPA) is the voice of retirement plan professionals looking to move TPA businesses forward. NIPA serves TPA business owners across the United States by creating environments with world-class education, best-practice exchanges, and deep peer-to-peer relationships. As a result, our members’ revenue grows dramatically, processes are streamlined, productivity increases, and life-long relationships are developed. For more information, visit www.nipa.org.

Editor's note: This press release has been issued by the company named above, not BenefitsLink. Reliance on information in this press release might be prudent only after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.